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Understanding Customer Maintenance

Customers are key to your business, and Epicor ERP contains several features to help your company maintain active and accurate relationships with them. This video illustrates how to enter the main details for a customer record.

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Active Home Page Tour

Active Home Page Tour

Accessing the Main Menu in the Active Home Page

Accessing the Main Menu in the Active Home Page

Using Favorites and Recents in the Active Home Page

Using Favorites and Recents in the Active Home Page

Changing the Workstation in the Active Home Page

Changing the Workstation in the Active Home Page

Adding a Widget to the Home Page

Adding a Widget to the Home Page

Accessing Utilities in the Active Home Page

Accessing Utilities in the Active Home Page

Changing the Company in the Active Home Page

Changing the Company in the Active Home Page

Using the Search Panel in the Active Home Page

Using the Search Panel in the Active Home Page

Changing the User in the Active Home Page

Changing the User in the Active Home Page

Changing the Language in the Active Home Page

Changing the Language in the Active Home Page

Using a Published Layout as Your Own

Using a Published Layout as Your Own

Adding a Logo in the Active Home Page

Adding a Logo in the Active Home Page

Understanding the Settings in the Active Home Page

Understanding the Settings in the Active Home Page

Currently loaded videos are 1 through 13 of 13 total videos.

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